WRITING & LETTERS
We dedicate a portion of our time to studying the fundamental sciences that underpin our work. Here you’ll find the research and conclusions that shape our approach to investing from the fields of math, science, history, and human psychology.
LETTER
Today, I’m excited to officially introduce Arcadea. We're a new type of investment firm. In private markets, we invest in early-stage venture capital — primarily Seed and Series A stage companies. To date we’ve invested in more than 100 including Palantir, Robinhood, Bridge, Notion, Anduril, Gecko, and CHEF. In public markets, we invest in global equities. At any given time, we hold 300+ securities trading in 10+ different currencies on 15 exchanges around the world.
Learn how we've built a full-stack firm for investing in the founders, owners, and companies building what's next.
ESSAY
In Tony Deden’s wonderful In Defence of Having Reserves and Hoarding Gold, he lays out a compelling framework for thinking about risk and uncertainty. He talks deeply about the important role of capital reserves. As well as why Edelweiss Holdings chooses to hold their reserves in gold instead of in currency.
We’ve chosen to follow a very similar approach. In this essay, we share the ideas in Tony Deden's essay that resonate with us and why we choose to hold a portion our reserves in physical gold.
